Texas Instruments Incorporated (TXN)

Revenue growth at 75-90% of ADI's 12.09%. Bill Ackman would push for innovation or market expansion to catch up.

Gross profit growth at 50-75% of ADI's 16.23%. Martin Whitman would question if cost structure or brand is lagging.

EBIT growth 75-90% of ADI's 28.96%. Bill Ackman would push for cost reforms or better product mix to narrow the gap.

Operating income growth at 75-90% of ADI's 28.96%. Bill Ackman would demand a plan to enhance operating leverage.

Net income growth at 50-75% of ADI's 30.59%. Martin Whitman would question fundamental disadvantages in expenses or demand.

EPS growth at 50-75% of ADI's 32.26%. Martin Whitman would suspect a lag in operational efficiency or a higher share count.

Diluted EPS growth at 50-75% of ADI's 30.00%. Martin Whitman would question if share issuance or modest net income gains hamper progress.

Share count expansion well above ADI's 0.76%. Michael Burry would question if management is raising capital unnecessarily or is over-incentivizing employees with stock.

Dividend reduction while ADI stands at 0.05%. Joel Greenblatt would question the firm’s cash flow stability or capital allocation decisions.

10Y revenue/share CAGR under 50% of ADI's 190.34%. Michael Burry would suspect a lasting competitive disadvantage.

5Y revenue/share CAGR under 50% of ADI's 77.77%. Michael Burry would suspect a significant competitive gap or product weakness.

10Y OCF/share CAGR under 50% of ADI's 261.15%. Michael Burry would worry about a persistent underperformance in cash creation.

Below 50% of ADI's 149.98%. Michael Burry would be alarmed about sustained underperformance in generating free operational cash.

Both face negative short-term OCF/share growth. Martin Whitman would suspect macro or cyclical issues hitting them both.

Below 50% of ADI's 600.32%. Michael Burry would worry about a sizable gap in long-term profitability gains vs. the competitor.

Below 50% of ADI's 247.72%. Michael Burry would worry about a substantial lag vs. the competitor’s profit ramp-up.

10Y equity/share CAGR at 50-75% of ADI's 530.44%. Martin Whitman would note a lag in capital accumulation vs. the competitor.

5Y equity/share CAGR at 50-75% of ADI's 122.34%. Martin Whitman would question a shortfall in capital accumulation vs. the competitor.

Negative 3Y equity/share growth while ADI is at 30.00%. Joel Greenblatt demands an urgent fix in capital structure or profitability vs. the competitor.

Negative 5Y dividend/share CAGR while ADI stands at 0.00%. Joel Greenblatt sees a weaker commitment to dividends vs. a competitor that might be growing them.

AR growth well above ADI's 3.93%. Michael Burry fears inflated revenue or higher default risk in the near future.

Inventory growth well above ADI's 5.44%. Michael Burry suspects overshooting production or weaker sell-through vs. the competitor.

Asset growth well under 50% of ADI's 5.02%. Michael Burry sees the competitor as far more aggressive in building resources or capacity.

Under 50% of ADI's 3.89%. Michael Burry raises concerns about the firm’s ability to build intrinsic value relative to its rival.

We’re deleveraging while ADI stands at 0.00%. Joel Greenblatt considers if we gain a balance-sheet advantage for potential downturns.

R&D growth drastically higher vs. ADI's 6.54%. Michael Burry fears near-term margin erosion unless breakthroughs are imminent.

SG&A growth well above ADI's 7.63%. Michael Burry sees potential margin erosion unless it translates into higher sales or brand equity.